Other · DOL Form 5500 · 2024
Health Care and Rehabilitation Services of Southeastern Vermont Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 527
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $49,844
- Avg per participant Low balance/head
Official DOL plan name: Health Care and Rehabilitation Services of Southeastern Vermont · Sponsored by Health Care and Rehabilitation Services of Southeastern Vermont · Vermont · Healthcare & Social Assistance
$26M in assets, 527 participants
Health Care and Rehabilitation Services of Southeastern Vermont's Health Care and Rehabilitation Services of Southeastern Vermont reported $26M in total assets and 527 participants in its 2024 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,340 in Healthcare & Social Assistance (16,916 peers)
Coverage in Vermont
Health Care and Rehabilitation Services of Southeastern Vermont covers 527 participants in Vermont, 2.2x the typical Vermont plan (state average ~245 per filing). Assets: $26M.
- #13,340
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Health Care and Rehabilitation Services of Southeastern Vermont's outsized position by total assets
Health Care and Rehabilitation Services of Southeastern Vermont vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,267,911 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Health Care and Rehabilitation Services of Southeastern Vermont among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Care and Rehabilitation Services of Southeastern Vermont sits mid-pack in the medium band (527 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health Care and Rehabilitation Services of Southeastern Vermont end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Health Care and Rehabilitation Services of Southeastern Vermont reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Health Care and Rehabilitation Services of Southeastern Vermont reported participants rose from 502 in the plan year 2023 filing to 527 in the plan year 2024 filing.
DOL schedule card
Filing strip 237017624 · Health Care and Rehabilitation Services of Southeastern Vermont PY 2024 · Other
Health Care and Rehabilitation Services of Southeastern Vermont · $26M · 527 · 75th
- NET $26M
- NET 527
- NET 75th
- NET Other
- NET near Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan
- NET ind #13340
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Vermont →
Health Care and Rehabilitation Services of Southeastern Vermont in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 237017624 |
| Plan Effective Date | 1984-01-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Care and Rehabilitation Services of Southeastern Vermont)
Sponsor-wide plan assets over time
All Health Care and Rehabilitation Services of Southeastern Vermont plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 31.63344641413652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $20M |
| 2023 | 1 | 502 | $23M |
| 2024 | 1 | 527 | $26M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Health Care and Rehabilitation Services of Southeastern Vermont's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan in CA ($26M); by covered participants it is Philadelphia University Defined Contribution Retirement Plan in PA (527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (527 participants); asset peers above are excluded.
- Philadelphia University Defined Contribution Retirement Plan (PA) 527 · 0 off
- Stowers Group 403(b) Savings Plan (MO) 527 · 0 off
- Ranken Jordan Employees 403b Plan (MO) 526 · 1 off
- Salve Regina University 403(b) Retirement Plan (RI) 529 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.